SPDR SERIES TRUST
CUSIP 78464A672
Spdr Series Trust has 403 institutional holders in Filings Flow’s 13F database, together reporting 313.04M shares worth $7.7B as of Q1 2026. The largest reported holders are Lpl Financial LLC, Financial Engines Advisors L.L.C., and Cwm, LLC.
Institutional Holders
403
Q1 2026
Reported Value
$7.7B
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| EVERMAY WEALTH MANAGEMENT LLC$902M AUM | 15.62% | $141M | 4.92M | Q1 2026OLDER |
| Collier Financial$131M AUM | 14.15% | $19M | 647.2K | Q1 2026OLDER |
| One Day In July LLC$1.2B AUM | 12.29% | $154M | 5.36M | Q1 2026OLDER |
| Leicht Financial Planning & Wealth Management, Inc.$220M AUM | 12.23% | $27M | 940.6K | Q1 2026OLDER |
| Compton Financial Group, LLC$453M AUM | 11.79% | $53M | 1.86M | Q1 2026OLDER |
| Wela Strategies, Inc.$264M AUM | 11.22% | $30M | 1.02M | Q3 2025OLDER |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC$174M AUM | 10.86% | $19M | 660.9K | Q1 2026OLDER |
| VOISARD ASSET MANAGEMENT GROUP, INC.$469M AUM | 10.71% | $50M | 1.75M | Q1 2026OLDER |
| S. R. Schill & Associates$148M AUM | 10.42% | $15M | 538.4K | Q1 2026OLDER |
| Strategic Financial Concepts, LLC$405M AUM | 8.60% | $59M | 2.05M | Q3 2025OLDER |
| Evergreen Wealth Partners LLC$131M AUM | 8.47% | $11M | 387.1K | Q1 2026OLDER |
| Strategic Wealth Investment Group, LLC$788M AUM | 8.05% | $63M | 2.21M | Q1 2026OLDER |
| Appalachian Capital Management Ltd$125M AUM | 7.69% | $10M | 335.0K | Q1 2026OLDER |
| Capasso Planning Partners LLC$185M AUM | 6.35% | $12M | 410.3K | Q1 2026OLDER |
| Flagstone Financial Management$403M AUM | 6.16% | $25M | 866.5K | Q1 2026OLDER |
| GLOBALT Investments LLC / GA$2.8B AUM | 6.06% | $170M | 5.92M | Q1 2026OLDER |
| Melone Private Wealth, LLC$263M AUM | 5.55% | $15M | 512.8K | Q2 2026 |
| O'Brien Wealth Partners LLC$756M AUM | 5.53% | $42M | 1.45M | Q4 2025OLDER |
| Concord Asset Management, LLC/VA$592M AUM | 5.43% | $32M | 1.12M | Q1 2026OLDER |
| PLANWISER FINANCIAL, LLC$138M AUM | 5.30% | $7M | 255.3K | Q1 2026OLDER |
| Frisch Financial Group, Inc.$478M AUM | 5.27% | $25M | 879.3K | Q1 2026OLDER |
| Higgins & Schmidt Wealth Strategies LLC$219M AUM | 4.91% | $11M | 374.8K | Q1 2026OLDER |
| Black Diamond Financial, LLC$916M AUM | 4.65% | $43M | 1.49M | Q1 2026OLDER |
| STEPHENS GROUP ASSET MANAGEMENT, LLC$1.6B AUM | 4.64% | $73M | 2.54M | Q1 2026OLDER |
| INTEGRATED CAPITAL MANAGEMENT, INC.$143M AUM | 4.52% | $6M | 228.4K | Q2 2026 |
| Portland Global Advisors LLC$938M AUM | 4.27% | $40M | 1.40M | Q1 2026OLDER |
| Concord Wealth Partners$770M AUM | 4.23% | $33M | 1.14M | Q1 2026OLDER |
| ArborFi Advisors, LLC$122M AUM | 4.22% | $5M | 180.4K | Q1 2026OLDER |
| SENTINEL PENSION ADVISORS, LLC$676M AUM | 4.00% | $27M | 943.7K | Q1 2026OLDER |
| Equita Financial Network, Inc.$318M AUM | 3.93% | $12M | 435.8K | Q1 2026OLDER |
| Hobbs Group Advisors, LLC$334M AUM | 3.78% | $13M | 441.3K | Q1 2026OLDER |
| TPG Financial Advisors, LLC$307M AUM | 3.76% | $12M | 403.6K | Q1 2026OLDER |
| Fourth Dimension Wealth, LLC$264M AUM | 3.56% | $9M | 327.6K | Q1 2026OLDER |
| Tilson Financial Group, Inc.$333M AUM | 3.41% | $11M | 396.0K | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 3.40% | $341M | 11.90M | Q1 2026OLDER |
| Arjuna Capital$393M AUM | 3.38% | $13M | 464.5K | Q1 2026OLDER |
| ABOUND FINANCIAL, LLC$229M AUM | 3.33% | $8M | 265.7K | Q1 2026OLDER |
| KWB Wealth$1.0B AUM | 3.33% | $34M | 1.17M | Q1 2026OLDER |
| Impact Partnership Wealth, LLC$810M AUM | 3.07% | $25M | 868.6K | Q1 2026OLDER |
| Synergy Investment Management, LLC$306M AUM | 3.02% | $9M | 322.4K | Q1 2026OLDER |
| Tidemark, LLC$393M AUM | 2.81% | $11M | 385.7K | Q1 2026OLDER |
| Avant Financial Advisors LLC$161M AUM | 2.78% | $4M | 157.3K | Q2 2026 |
| Eldridge Investment Advisors, Inc.$456M AUM | 2.78% | $13M | 444.2K | Q1 2026OLDER |
| INTEGRITY WEALTH ADVISORS, INC.$168M AUM | 2.69% | $5M | 157.4K | Q1 2026OLDER |
| Financial Engines Advisors L.L.C.$49.2B AUM | 2.60% | $1.3B | 44.66M | Q1 2026OLDER |
| Climber Capital SA$153M AUM | 2.51% | $4M | 134.0K | Q1 2026OLDER |
| Hobart Private Capital, LLC$583M AUM | 2.07% | $12M | 424.2K | Q2 2026 |
| Auour Investments LLC$318M AUM | 1.96% | $6M | 218.0K | Q1 2026OLDER |
| Prosperity Advisers, LLC$120M AUM | 1.92% | $2M | 80.7K | Q1 2026OLDER |
| EHRLICH FINANCIAL GROUP$194M AUM | 1.77% | $3M | 121.4K | Q2 2026 |
| Gladstone Institutional Advisory LLC$2.7B AUM | 1.73% | $47M | 1.63M | Q1 2026OLDER |
| Bonfire Financial$133M AUM | 1.56% | $2M | 72.2K | Q1 2026OLDER |
| MATAURO, LLC$692M AUM | 1.54% | $11M | 372.3K | Q1 2026OLDER |
| Private Wealth Group, LLC$259M AUM | 1.52% | $4M | 138.9K | Q2 2026 |
| Downshift Financial, LLC$193M AUM | 1.47% | $3M | 99.2K | Q1 2026OLDER |
| Kestra Investment Management, LLC$5.8B AUM | 1.42% | $82M | 2.87M | Q1 2026OLDER |
| Willow Creek Wealth Management Inc.$1.2B AUM | 1.41% | $17M | 593.7K | Q3 2025OLDER |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 1.41% | $2M | 85.2K | Q1 2026OLDER |
| Clarity Wealth Development LLC$123M AUM | 1.34% | $2M | 57.3K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 1.33% | $98M | 3.41M | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 1.33% | $15M | 515.8K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 1.32% | $178M | 6.21M | Q1 2026OLDER |
| HANSEATIC MANAGEMENT SERVICES INC$104M AUM | 1.32% | $1M | 48.0K | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 1.30% | $27M | 935.4K | Q3 2025OLDER |
| Certified Advisory Corp$1.1B AUM | 1.26% | $14M | 491.7K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 1.21% | $7M | 237.7K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 1.12% | $115M | 4.00M | Q1 2026OLDER |
| XY Planning Network, Inc.$626M AUM | 1.04% | $6M | 227.4K | Q1 2026OLDER |
| Carnegie Investment Counsel$5.1B AUM | 1.03% | $53M | 1.85M | Q1 2026OLDER |
| 3EDGE Asset Management, LP$2.1B AUM | 1.01% | $21M | 728.2K | Q1 2026OLDER |
| WOODMONT INVESTMENT COUNSEL LLC$1.6B AUM | 1.01% | $16M | 569.6K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.97% | $368M | 12.85M | Q1 2026OLDER |
| Strategic Financial Partners, Ltd.$232M AUM | 0.96% | $2M | 77.9K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.95% | $23M | 793.2K | Q1 2026OLDER |
| WIREGRASS INVESTMENT MANAGEMENT LLC$121M AUM | 0.93% | $1M | 39.2K | Q1 2026OLDER |
| MANNING & NAPIER ADVISORS LLC$7.1B AUM | 0.92% | $66M | 2.29M | Q1 2026OLDER |
| Jefferson Bridge Capital, LLC$101M AUM | 0.90% | $908,915 | 31.7K | Q1 2026OLDER |
| Astoria Portfolio Advisors LLC.$470M AUM | 0.89% | $4M | 146.2K | Q1 2026OLDER |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 0.86% | $8M | 267.7K | Q1 2026OLDER |
| Center For Asset Management LLC$201M AUM | 0.84% | $2M | 59.4K | Q1 2026OLDER |
| LIBRA WEALTH LLC$355M AUM | 0.84% | $3M | 104.3K | Q1 2026OLDER |
| Paladin Wealth, LLC$172M AUM | 0.84% | $1M | 50.6K | Q2 2026 |
| Apollon Financial, LLC$723M AUM | 0.83% | $6M | 208.6K | Q1 2026OLDER |
| Waterloo Capital, L.P.$1.4B AUM | 0.77% | $11M | 385.1K | Q1 2026OLDER |
| THOMPSON DAVIS & CO., INC.$150M AUM | 0.77% | $1M | 40.1K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.74% | $17M | 584.1K | Q1 2026OLDER |
| Collaborative Wealth Managment Inc.$218M AUM | 0.74% | $2M | 55.9K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.72% | $67M | 2.34M | Q1 2026OLDER |
| Objectivity Squared, LLC$159M AUM | 0.72% | $1M | 39.7K | Q1 2026OLDER |
| Napier Financial, LLC$436M AUM | 0.70% | $3M | 107.2K | Q1 2026OLDER |
| Narus Financial Partners, LLC$382M AUM | 0.68% | $3M | 91.0K | Q1 2026OLDER |
| Hardin Capital Partners, LLC$215M AUM | 0.65% | $1M | 49.3K | Q2 2026 |
| Independence Wealth Advisors, LLC$188M AUM | 0.64% | $1M | 42.0K | Q1 2026OLDER |
| Brown Financial Advisors$264M AUM | 0.63% | $2M | 57.8K | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.61% | $7M | 247.9K | Q1 2026OLDER |
| Gradient Investments LLC$7.2B AUM | 0.60% | $44M | 1.54M | Q2 2026 |
| XML Financial, LLC$1.2B AUM | 0.60% | $7M | 256.4K | Q3 2025OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.57% | $31M | 1.09M | Q1 2026OLDER |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.56% | $3M | 93.4K | Q1 2026OLDER |
| JT Stratford LLC$786M AUM | 0.55% | $4M | 151.2K | Q1 2026OLDER |
| BLALOCK WILLIAMS, LLC$129M AUM | 0.54% | $697,642 | 24.3K | Q1 2026OLDER |
| Inspire Advisors, LLC$1.2B AUM | 0.54% | $7M | 230.0K | Q1 2026OLDER |
| Costello Asset Management, INC$289M AUM | 0.53% | $2M | 53.8K | Q1 2026OLDER |
| GM Advisory Group, LLC$2.6B AUM | 0.53% | $14M | 482.0K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.53% | $23M | 790.6K | Q1 2026OLDER |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.52% | $5M | 169.9K | Q1 2026OLDER |
| CAPITAL WEALTH MANAGEMENT, LLC$416M AUM | 0.52% | $2M | 75.6K | Q2 2026 |
| Clarendon Private LLC$130M AUM | 0.51% | $667,829 | 23.3K | Q1 2026OLDER |
| NorthRock Partners, LLC$6.2B AUM | 0.51% | $32M | 1.11M | Q1 2026OLDER |
| Spectrum Wealth Advisory Group, LLC$269M AUM | 0.49% | $1M | 46.4K | Q1 2026OLDER |
| Barnes Wealth Management Group, Inc$197M AUM | 0.48% | $936,781 | 32.7K | Q1 2026OLDER |
| Comprehensive Wealth Management, LLC$198M AUM | 0.46% | $913,709 | 31.9K | Q1 2026OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.45% | $14M | 483.3K | Q1 2026OLDER |
| NORTHLAND SECURITIES, INC.$105M AUM | 0.45% | $474,781 | 16.6K | Q1 2026OLDER |
| TRUE BLUE FINANCIAL, LLC$127M AUM | 0.45% | $572,312 | 20.0K | Q1 2026OLDER |
| Capital Investment Advisors, LLC$6.8B AUM | 0.45% | $31M | 1.08M | Q1 2026OLDER |
| Vertex Planning Partners, LLC$515M AUM | 0.43% | $2M | 77.3K | Q1 2026OLDER |
| Cranbrook Wealth Management, LLC$492M AUM | 0.43% | $2M | 73.7K | Q1 2026OLDER |
| Donald L. Hagan, LLC$204M AUM | 0.43% | $872,318 | 30.2K | Q3 2025OLDER |
| Beacon Bridge Wealth Partners, LLC$299M AUM | 0.43% | $1M | 44.5K | Q1 2026OLDER |
| Abich Financial Wealth Management LLC$281M AUM | 0.41% | $1M | 40.0K | Q3 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.41% | $1.5B | 53.85M | Q1 2026OLDER |
| Certus Wealth Management, LLC$167M AUM | 0.41% | $682,994 | 23.6K | Q3 2025OLDER |
| Centennial Bank/AR/$279M AUM | 0.41% | $1M | 39.5K | Q1 2026OLDER |
| TrueWealth Financial Partners$251M AUM | 0.40% | $484,080 | 16.8K | Q4 2025OLDER |
| PFG Private Wealth Management, LLC$236M AUM | 0.39% | $878,754 | 30.4K | Q3 2025OLDER |
| VISTA INVESTMENT PARTNERS II, LLC$223M AUM | 0.38% | $893,175 | 31.0K | Q4 2025OLDER |
| Integrity Wealth Solutions LLC$255M AUM | 0.35% | $887,929 | 31.0K | Q1 2026OLDER |
| Ballast Rock Private Wealth LLC$181M AUM | 0.33% | $528,617 | 18.3K | Q4 2025OLDER |
| BERKSHIRE ASSET MANAGEMENT LLC/PA$2.3B AUM | 0.33% | $8M | 268.2K | Q3 2025OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.31% | $8M | 276.6K | Q1 2026OLDER |
| PATRON PARTNERS, LLC$226M AUM | 0.30% | $684,315 | 23.9K | Q1 2026OLDER |
| GenWealth Group, Inc.$584M AUM | 0.30% | $2M | 60.5K | Q1 2026OLDER |
| HILL ISLAND FINANCIAL LLC$412M AUM | 0.29% | $1M | 41.7K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.29% | $3M | 112.7K | Q1 2026OLDER |
| DRAVO BAY LLC$246M AUM | 0.28% | $696,839 | 24.3K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.28% | $6M | 194.3K | Q1 2026OLDER |
| A4 Wealth Advisors LLC$122M AUM | 0.27% | $312,337 | 10.8K | Q4 2025OLDER |
| Boltwood Capital Management$436M AUM | 0.27% | $1M | 41.0K | Q2 2026 |
| ZEGA Investments, LLC$890M AUM | 0.26% | $2M | 82.0K | Q1 2026OLDER |
| WALLER FINANCIAL PLANNING GROUP, INC$486M AUM | 0.25% | $1M | 43.6K | Q2 2026 |
| Coordinated Financial Services, Inc.$174M AUM | 0.25% | $442,768 | 15.4K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.25% | $39M | 1.36M | Q1 2026OLDER |
| HOWARD BAILEY SECURITIES, LLC$243M AUM | 0.24% | $595,412 | 20.8K | Q1 2026OLDER |
| Boyd Wealth Management, LLC$236M AUM | 0.24% | $572,296 | 20.0K | Q1 2026OLDER |
| PSI Advisors, LLC$418M AUM | 0.23% | $979,053 | 34.2K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.23% | $157M | 5.49M | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.22% | $6M | 205.9K | Q2 2026 |
| Trilogy Capital Inc.$2.6B AUM | 0.22% | $6M | 202.4K | Q2 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC$261M AUM | 0.22% | $578,219 | 20.4K | Q2 2026 |
| SEEDS INVESTOR LLC$735M AUM | 0.21% | $2M | 53.9K | Q1 2026OLDER |
| Insight Advisors, LLC/ PA$525M AUM | 0.21% | $1M | 38.1K | Q1 2026OLDER |
| IFS Group,LLC$112M AUM | 0.21% | $230,628 | 8.0K | Q1 2026OLDER |
| Midwest Financial Network, LLC$146M AUM | 0.20% | $296,322 | 10.4K | Q2 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 0.20% | $13M | 470.0K | Q1 2026OLDER |
| Archvest Wealth Advisors, Inc.$155M AUM | 0.20% | $310,846 | 10.8K | Q1 2026OLDER |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 0.20% | $315,819 | 11.0K | Q1 2026OLDER |
| Mattson Financial Services, LLC$419M AUM | 0.20% | $822,743 | 28.7K | Q1 2026OLDER |
| WealthPoint Financial, LLC$119M AUM | 0.19% | $227,990 | 8.0K | Q2 2026 |
| ASSETMARK, INC$49.0B AUM | 0.18% | $89M | 3.10M | Q1 2026OLDER |
| BLUEDOOR PRIVATE WEALTH, LLC$216M AUM | 0.18% | $387,225 | 13.5K | Q1 2026OLDER |
| Retirement Planning Group, LLC$3.2B AUM | 0.17% | $6M | 196.5K | Q1 2026OLDER |
| Hilltop Partners LLC$390M AUM | 0.17% | $678,918 | 23.7K | Q1 2026OLDER |
| Cravens & Co Advisors, LLC$154M AUM | 0.17% | $262,881 | 9.1K | Q4 2025OLDER |
| SOL Capital Management CO$206M AUM | 0.17% | $351,134 | 12.3K | Q1 2026OLDER |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.17% | $2M | 86.7K | Q2 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.16% | $35M | 1.21M | Q1 2026OLDER |
| Virtue Capital Management, LLC$657M AUM | 0.16% | $1M | 36.4K | Q1 2026OLDER |
| Arlington Financial Advisors, LLC$702M AUM | 0.16% | $1M | 38.7K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.16% | $28M | 986.8K | Q1 2026OLDER |
| Maridea Wealth Management LLC$688M AUM | 0.16% | $1M | 37.2K | Q1 2026OLDER |
| Madison Asset Management, LLC$8.1B AUM | 0.15% | $12M | 432.3K | Q1 2026OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 0.15% | $4M | 129.4K | Q1 2026OLDER |
| Brucke Financial, Inc.$197M AUM | 0.14% | $277,830 | 9.7K | Q1 2026OLDER |
| Parvin Asset Management, LLC$139M AUM | 0.14% | $156,956 | 5.4K | Q3 2025OLDER |
| Realta Investment Advisors$288M AUM | 0.13% | $383,439 | 13.4K | Q1 2026OLDER |
| VICUS CAPITAL$1.4B AUM | 0.13% | $2M | 62.5K | Q1 2026OLDER |
| Private Advisory Group LLC$1.5B AUM | 0.13% | $2M | 69.9K | Q1 2026OLDER |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH$326M AUM | 0.13% | $422,133 | 14.7K | Q1 2026OLDER |
| International Private Wealth Advisors LLC$163M AUM | 0.13% | $209,247 | 7.3K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.13% | $8M | 273.4K | Q1 2026OLDER |
| Jacobi Capital Management LLC$1.8B AUM | 0.12% | $2M | 77.0K | Q1 2026OLDER |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC$239M AUM | 0.12% | $291,540 | 10.2K | Q1 2026OLDER |
| BAILARD, INC.$4.4B AUM | 0.12% | $5M | 182.3K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.12% | $15M | 507.2K | Q1 2026OLDER |
| Lifeworks Advisors, LLC$779M AUM | 0.12% | $902,635 | 31.5K | Q1 2026OLDER |
| Mach-1 Financial Group, LLC$284M AUM | 0.11% | $549,921 | 19.1K | Q4 2025OLDER |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$763M AUM | 0.11% | $854,125 | 29.8K | Q1 2026OLDER |
| RMR Wealth Builders$1.3B AUM | 0.11% | $1M | 48.9K | Q1 2026OLDER |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$392M AUM | 0.10% | $408,118 | 14.2K | Q1 2026OLDER |
| AUGUSTINE ASSET MANAGEMENT INC$444M AUM | 0.10% | $447,268 | 15.6K | Q1 2026OLDER |
| Latitude Advisors, LLC$218M AUM | 0.10% | $228,544 | 7.9K | Q4 2025OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.10% | $904,613 | 31.6K | Q1 2026OLDER |
| Advisor Resource Council$309M AUM | 0.10% | $303,516 | 10.6K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.10% | $8M | 268.5K | Q1 2026OLDER |
| Hibernia Wealth Partners, LLC$338M AUM | 0.10% | $324,862 | 11.3K | Q1 2026OLDER |
| Seaside Wealth Management, Inc.$356M AUM | 0.10% | $339,793 | 11.9K | Q1 2026OLDER |
| Brooklyn FI, LLC$476M AUM | 0.09% | $438,985 | 15.3K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.09% | $625,165 | 21.6K | Q3 2025OLDER |
| Strategic Investment Advisors / MI$1.4B AUM | 0.09% | $1M | 46.1K | Q1 2026OLDER |
| Pathway Financial Advisors LLC$857M AUM | 0.09% | $770,846 | 27.2K | Q2 2026 |
| Richmond Investment Services, LLC$619M AUM | 0.08% | $498,170 | 17.4K | Q1 2026OLDER |
| SMART Wealth LLC$341M AUM | 0.08% | $212,829 | 7.4K | Q3 2025OLDER |
| Empirical Asset Management, LLC$379M AUM | 0.08% | $283,471 | 9.8K | Q3 2025OLDER |
| Beirne Wealth Consulting Services, LLC$354M AUM | 0.08% | $326,991 | 11.3K | Q3 2025OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.08% | $1M | 48.3K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.08% | $2M | 79.8K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.08% | $3M | 101.0K | Q1 2026OLDER |
| FOUNDERS GROVE WEALTH PARTNERS, LLC$440M AUM | 0.07% | $314,172 | 10.9K | Q3 2025OLDER |
| DAVENPORT & Co LLC$18.4B AUM | 0.07% | $13M | 448.1K | Q1 2026OLDER |
| Tennessee Valley Asset Management Partners$757M AUM | 0.07% | $525,903 | 18.4K | Q1 2026OLDER |
| RKL Wealth Management LLC$1.1B AUM | 0.07% | $771,369 | 26.9K | Q1 2026OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.07% | $6M | 207.2K | Q3 2025OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.07% | $5M | 173.5K | Q4 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.07% | $12M | 430.8K | Q1 2026OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.07% | $837,719 | 29.2K | Q1 2026OLDER |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE$674M AUM | 0.06% | $427,206 | 14.9K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.06% | $59M | 2.06M | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.06% | $3M | 117.5K | Q4 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.06% | $224M | 7.83M | Q1 2026OLDER |
| Sequent Planning LLC$414M AUM | 0.06% | $245,065 | 8.6K | Q1 2026OLDER |
| Stone House Investment Management, LLC$558M AUM | 0.06% | $328,415 | 11.5K | Q1 2026OLDER |
| Vantage Financial Partners, LLC$493M AUM | 0.06% | $280,212 | 9.7K | Q4 2025OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.05% | $10M | 347.0K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.05% | $219M | 7.64M | Q1 2026OLDER |
| Detalus Advisors, LLC$438M AUM | 0.05% | $218,590 | 7.6K | Q1 2026OLDER |
| Migdal Insurance & Financial Holdings Ltd.$11.5B AUM | 0.05% | $5,740 | 199.0K | Q4 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.05% | $46M | 1.60M | Q1 2026OLDER |
| Bulltick Wealth Management, LLC$453M AUM | 0.05% | $225,990 | 7.8K | Q4 2025OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.05% | $6M | 215.7K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.05% | $853,862 | 30.7K | Q1 2026OLDER |
| Ransom Advisory, Ltd$218M AUM | 0.04% | $97,580 | 3.5K | Q4 2025OLDER |
| Cercano Management LLC$2.3B AUM | 0.04% | $1M | 35.2K | Q1 2026OLDER |
| BANK OF NOVA SCOTIA$57.2B AUM | 0.04% | $29M | 1.02M | Q4 2025OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.04% | $1M | 41.1K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.04% | $48,281 | 1.7K | Q4 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.04% | $2M | 67.5K | Q1 2026OLDER |
| Klaas Financial Asset Advisors, LLC$724M AUM | 0.04% | $282,158 | 9.8K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.03% | $2M | 60.8K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.03% | $9M | 302.9K | Q4 2025OLDER |
| Symphony Financial, Ltd. Co.$755M AUM | 0.03% | $253,848 | 8.9K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.03% | $6M | 212.8K | Q1 2026OLDER |
| SIMA Wealth Partners, LLC$105M AUM | 0.03% | $33,905 | 1.2K | Q2 2026 |
| Cape Investment Advisory, Inc.$301M AUM | 0.03% | $102,786 | 3.6K | Q4 2025OLDER |
| Convergence Financial, LLC$943M AUM | 0.03% | $297,836 | 10.4K | Q1 2026OLDER |
| VICTORY FINANCIAL GROUP, LLC$814M AUM | 0.03% | $255,051 | 8.9K | Q1 2026OLDER |
| Ascent Group, LLC$2.9B AUM | 0.03% | $904,538 | 31.6K | Q1 2026OLDER |
| Continuum Advisory, LLC$1.0B AUM | 0.03% | $324,603 | 11.3K | Q1 2026OLDER |
| Heritage Financial Services, LLC$1.2B AUM | 0.03% | $372,094 | 12.9K | Q4 2025OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.03% | $1M | 38.8K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.03% | $760,995 | 26.3K | Q3 2025OLDER |
| TruNorth Capital Management, LLC$522M AUM | 0.03% | $145,483 | 5.0K | Q3 2025OLDER |
| Coastal Bridge Advisors, LLC$1.4B AUM | 0.03% | $384,812 | 13.3K | Q4 2025OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.03% | $4M | 133.3K | Q1 2026OLDER |
| Charter Oak Capital Management, LLC$1.3B AUM | 0.03% | $364,130 | 12.7K | Q1 2026OLDER |
| TWIN FOCUS CAPITAL PARTNERS, LLC$871M AUM | 0.03% | $243,897 | 8.5K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.03% | $21M | 717.8K | Q1 2026OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 0.03% | $63,926 | 2.2K | Q4 2025OLDER |
| Moisand Fitzgerald Tamayo, LLC$931M AUM | 0.03% | $257,081 | 9.0K | Q1 2026OLDER |
| Keel Point, LLC$1.5B AUM | 0.03% | $409,644 | 14.3K | Q2 2026 |
| VestGen Advisors, LLC$3.8B AUM | 0.03% | $778,590 | 26.9K | Q3 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.03% | $13M | 443.0K | Q1 2026OLDER |
| Pineridge Advisors LLC$350M AUM | 0.03% | $88,109 | 3.0K | Q3 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.03% | $18M | 626.7K | Q1 2026OLDER |
| Gerber Kawasaki Wealth & Investment Management$3.1B AUM | 0.03% | $786,031 | 27.4K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.02% | $930,705 | 32.5K | Q1 2026OLDER |
| Apriem Advisors$1.0B AUM | 0.02% | $258,341 | 9.0K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.02% | $6M | 223.1K | Q1 2026OLDER |
| Your Advocates Ltd., LLP$328M AUM | 0.02% | $78,930 | 2.8K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.02% | $26M | 907.3K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.02% | $1M | 41.9K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.02% | $20M | 704.2K | Q1 2026OLDER |
| Austin Private Wealth, LLC$1.3B AUM | 0.02% | $302,618 | 10.5K | Q4 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.02% | $554,542 | 19.3K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.02% | $2M | 55.7K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.02% | $329,963 | 11.5K | Q1 2026OLDER |
| McAdam, LLC$2.2B AUM | 0.02% | $424,686 | 14.8K | Q1 2026OLDER |
| Keystone Financial Group$1.5B AUM | 0.02% | $272,327 | 9.5K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.02% | $777,977 | 27.1K | Q1 2026OLDER |
| TRUSTMARK BANK TRUST DEPARTMENT$1.6B AUM | 0.02% | $284,766 | 9.9K | Q1 2026OLDER |
| Clark Asset Management, LLC$1.3B AUM | 0.02% | $230,215 | 8.1K | Q2 2026 |
| Wedmont Private Capital$3.1B AUM | 0.02% | $555,390 | 19.4K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.02% | $6M | 222.4K | Q1 2026OLDER |
| AlphaStar Capital Management, LLC$1.4B AUM | 0.02% | $203,340 | 7.0K | Q3 2025OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.02% | $374,011 | 13.0K | Q4 2025OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.02% | $51,015 | 1.8K | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.02% | $395,881 | 13.8K | Q1 2026OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 0.02% | $304,449 | 10.6K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.02% | $85M | 2.95M | Q2 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.02% | $9M | 301.9K | Q1 2026OLDER |
| Caitlin John, LLC$167M AUM | 0.02% | $26,281 | 917 | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.02% | $261,608 | 9.1K | Q1 2026OLDER |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/$2.1B AUM | 0.01% | $301,716 | 10.4K | Q3 2025OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.01% | $449,374 | 15.6K | Q4 2025OLDER |
| Resonant Capital Advisors, LLC$1.9B AUM | 0.01% | $269,117 | 9.4K | Q1 2026OLDER |
| Pacific Center for Financial Services$394M AUM | 0.01% | $55,544 | 1.9K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $902,986 | 31.5K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.01% | $21M | 719.5K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $1M | 47.0K | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.01% | $445,645 | 15.5K | Q4 2025OLDER |
| &PARTNERS$20.2B AUM | 0.01% | $2M | 82.6K | Q1 2026OLDER |
| GW HENSSLER & ASSOCIATES LTD$2.1B AUM | 0.01% | $243,006 | 8.4K | Q4 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.01% | $6M | 226.7K | Q1 2026OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.01% | $71,479 | 2.5K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.01% | $2M | 78.3K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.01% | $30M | 1.04M | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.01% | $37,459 | 1.3K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.01% | $7M | 253.0K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.01% | $329,819 | 11.5K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.01% | $77,452 | 2.7K | Q3 2025OLDER |
| Premier Financial Group$587M AUM | 0.01% | $61,771 | 2.2K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.01% | $277,152 | 9.6K | Q4 2025OLDER |
| Opal Wealth Advisors, LLC$442M AUM | 0.01% | $45,140 | 1.6K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.01% | $203,599 | 7.1K | Q4 2025OLDER |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 0.01% | $214,950 | 7.5K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.01% | $6M | 216.7K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.01% | $252,638 | 8.8K | Q1 2026OLDER |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.01% | $2M | 80.9K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.01% | $702,743 | 24.5K | Q1 2026OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 0.01% | $37,045 | 1.3K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.01% | $303,440 | 10.6K | Q1 2026OLDER |
| Venturi Wealth Management, LLC$2.2B AUM | 0.01% | $207,937 | 7.2K | Q4 2025OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.01% | $131,077 | 4.6K | Q2 2026 |
| Zhang Financial LLC$2.9B AUM | 0.01% | $263,815 | 9.2K | Q1 2026OLDER |
| Addison Advisors LLC$452M AUM | 0.01% | $38,726 | 1.3K | Q3 2025OLDER |
| BURNEY CO/$3.2B AUM | 0.01% | $286,055 | 10.0K | Q1 2026OLDER |
| Curi Capital, LLC$5.6B AUM | 0.01% | $498,025 | 17.4K | Q1 2026OLDER |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.01% | $16,551 | 578 | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.01% | $187,817 | 6.6K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $749,896 | 26.2K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.01% | $463,543 | 16.2K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.01% | $447,015 | 15.7K | Q2 2026 |
| Atria Investments, Inc$8.9B AUM | 0.01% | $729,838 | 25.5K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $26M | 923.0K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.01% | $39,870 | 1.4K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.01% | $427,631 | 15.0K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.01% | $51M | 1.76M | Q1 2026OLDER |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.01% | $528,146 | 18.4K | Q1 2026OLDER |
| Elyxium Wealth, LLC$312M AUM | 0.01% | $26,531 | 920 | Q4 2025OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.01% | $417,032 | 14.6K | Q1 2026OLDER |
| United Financial Planning Group LLC$169M AUM | 0.01% | $12,003 | 419 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $2M | 67.4K | Q2 2026 |
| Americana Partners, LLC$3.9B AUM | 0.01% | $267,914 | 9.3K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $297,848 | 10.4K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.01% | $297,046 | 10.4K | Q1 2026OLDER |
| Manchester Capital Management LLC$694M AUM | 0.01% | $49,605 | 1.7K | Q4 2025OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.01% | $90,422 | 3.2K | Q1 2026OLDER |
| MEITAV INVESTMENT HOUSE LTD$9.1B AUM | 0.01% | $590,630 | 20.6K | Q1 2026OLDER |
| Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM | 0.01% | $3M | 87.3K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.01% | $392,441 | 13.7K | Q1 2026OLDER |
| HOWE & RUSLING INC$1.5B AUM | 0.01% | $86,614 | 3.0K | Q3 2025OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.01% | $201,275 | 7.0K | Q4 2025OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.01% | $324,116 | 11.3K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.01% | $6M | 220.0K | Q1 2026OLDER |
| Edgestream Partners, L.P.$3.0B AUM | 0.01% | $205,773 | 7.1K | Q4 2025OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.01% | $246,406 | 8.6K | Q1 2026OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.01% | $289,581 | 10.1K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $3M | 108.0K | Q1 2026OLDER |
| 1620 INVESTMENT ADVISORS, INC.$148M AUM | 0.00% | $6,477 | 226 | Q1 2026OLDER |
| BankPlus Trust Department$374M AUM | 0.00% | $16,308 | 569 | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $1M | 50.2K | Q4 2025OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $9M | 326.2K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $6M | 216.9K | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.00% | $46,674 | 1.6K | Q3 2025OLDER |
| Facet Wealth, Inc.$5.8B AUM | 0.00% | $229,681 | 8.0K | Q1 2026OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $31,813 | 1.1K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $54M | 1.89M | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $787,562 | 27.5K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $266,939 | 9.3K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $108M | 3.76M | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $53,210 | 1.8K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $122,531 | 4.3K | Q2 2026 |
| Breakwater Investment Management$269M AUM | 0.00% | $9,602 | 335 | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $124,413 | 4.3K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.00% | $292,767 | 10.2K | Q1 2026OLDER |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $10M | 347.0K | Q1 2026OLDER |
| Dogwood Wealth Management LLC$253M AUM | 0.00% | $7,836 | 276 | Q2 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $229,168 | 8.0K | Q1 2026OLDER |
| Vontobel Holding Ltd.$29.1B AUM | 0.00% | $877,054 | 30.6K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $568,356 | 19.8K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $174,186 | 6.0K | Q3 2025OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.00% | $5,761 | 201 | Q1 2026OLDER |
| HIGHLINE WEALTH PARTNERS LLC$392M AUM | 0.00% | $10,007 | 347 | Q4 2025OLDER |
| Brookstone Capital Management$8.7B AUM | 0.00% | $234,532 | 8.2K | Q1 2026OLDER |
| ESL Trust Services, LLC$524M AUM | 0.00% | $13,843 | 483 | Q1 2026OLDER |
| DecisionPoint Financial, LLC$464M AUM | 0.00% | $11,094 | 384 | Q3 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $2M | 55.9K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $38M | 1.30M | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $318,520 | 11.1K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $238,996 | 8.3K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $58,266 | 2.0K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $9M | 326.2K | Q1 2026OLDER |
| Strive Financial Group ,LLC$189M AUM | 0.00% | $3,000 | 92 | Q1 2026OLDER |
| WEBSTER BANK, N. A.$1.1B AUM | 0.00% | $16,422 | 573 | Q1 2026OLDER |
| Jackson Hole Capital Partners, LLC$605M AUM | 0.00% | $8,942 | 312 | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $46,219 | 1.6K | Q1 2026OLDER |
| Murphy & Mullick Capital Management Corp$135M AUM | 0.00% | $1,961 | 68 | Q4 2025OLDER |
| Richard Bernstein Advisors LLC$3.4B AUM | 0.00% | $48,367 | 1.7K | Q1 2026OLDER |
| Compass Financial Services Inc$231M AUM | 0.00% | $2,954 | 102 | Q4 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $2M | 73.8K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $35,432 | 1.2K | Q4 2025OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.00% | $7,136 | 249 | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $31,271 | 1.1K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $23,284 | 816 | Q1 2026OLDER |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 0.00% | $16,709 | 583 | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $51,158 | 1.8K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $729,215 | 25.4K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $9M | 316.6K | Q1 2026OLDER |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.00% | $264,102 | 9.2K | Q1 2026OLDER |
| LRI Investments, LLC$1.1B AUM | 0.00% | $10,838 | 378 | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $253,453 | 8.8K | Q3 2025OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $4M | 153.5K | Q1 2026OLDER |
| Holos Integrated Wealth LLC$198M AUM | 0.00% | $1,486 | 52 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $2M | 53.7K | Q1 2026OLDER |
| Decker Retirement Planning Inc.$221M AUM | 0.00% | $1,605 | 56 | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $9,400 | 328 | Q1 2026OLDER |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 0.00% | $285,603 | 9.9K | Q4 2025OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 0.00% | $15,317 | 530 | Q3 2025OLDER |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 0.00% | $7,355 | 255 | Q4 2025OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $340,658 | 11.8K | Q4 2025OLDER |
| Ascentis Wealth Management, LLC$508M AUM | 0.00% | $3,266 | 114 | Q1 2026OLDER |
| Truvestments Capital LLC$554M AUM | 0.00% | $3,525 | 123 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $156,373 | 5.5K | Q1 2026OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 0.00% | $5,445 | 190 | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $51,886 | 1.8K | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.00% | $3,239 | 113 | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $1,850 | 64 | Q3 2025OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $1,548 | 54 | Q1 2026OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 0.00% | $1M | 41.9K | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.00% | $487 | 17 | Q1 2026OLDER |
| Global Wealth Strategies & Associates$528M AUM | 0.00% | $1,347 | 47 | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $221,319 | 7.7K | Q4 2025OLDER |
| MBM WEALTH CONSULTANTS, LLC$436M AUM | 0.00% | $946 | 33 | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $8,392 | 291 | Q4 2025OLDER |
| Kingdom Financial Group LLC.$349M AUM | 0.00% | $717 | 25 | Q1 2026OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.00% | $717 | 25 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $3M | 109.1K | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.00% | $1,376 | 48 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $10M | 355.0K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $2,150 | 75 | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $954 | 34 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $6,676 | 231 | Q4 2025OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $5,016 | 175 | Q1 2026OLDER |
| Silver Grove Financial Group, Inc.$124M AUM | 0.00% | $115 | 4 | Q1 2026OLDER |
| First Command Advisory Services, Inc.$14.8B AUM | 0.00% | $8,598 | 300 | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $17,196 | 600 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $8,025 | 280 | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $98,304 | 3.4K | Q1 2026OLDER |
| EASTERN BANK$6.5B AUM | 0.00% | $2,555 | 90 | Q2 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $159,608 | 5.6K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $203,687 | 7.1K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $21,906 | 758 | Q3 2025OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $1,433 | 50 | Q1 2026OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $5,410 | 189 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $400,970 | 14.0K | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $9,805 | 343 | Q1 2026OLDER |
| TIAA Wealth Investment Management LLC$13.1B AUM | 0.00% | $1,488 | 52 | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $36,541 | 1.3K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $28 | 1 | Q1 2026OLDER |
| Merkkuri Wealth Advisors LLC$151M AUM | 0.00% | $8 | 0 | Q1 2026OLDER |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 0.00% | $86 | 3 | Q1 2026OLDER |
| Raleigh Capital Management Inc.$290M AUM | 0.00% | $9 | 0 | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $549 | 19 | Q3 2025OLDER |
| SouthState Bank Corp$2.1B AUM | 0.00% | $45 | 2 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $952 | 33 | Q4 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $1,204 | 42 | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $1,060 | 37 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.